Effective Management of Short-Term Investments and Excess Liquidity

Course Category : Finance

Develop advanced capabilities to manage excess liquidity and short-term investments while balancing returns, risk exposure, and organisational liquidity needs.
Duration: 5 Days
Level: Advanced

Introduction

In an environment characterised by market volatility and changing interest rates, effective management of excess liquidity and short-term investments has become a critical component of financial performance and organisational sustainability. Achieving this objective requires a comprehensive understanding of short-term investment instruments, risk evaluation techniques, and liquidity preservation strategies while generating appropriate returns.
This course provides a structured framework for managing excess liquidity and short-term investments, focusing on investment policies, risk-return analysis, short-term portfolio management, and the treasury function in balancing liquidity requirements with value creation objectives.

Targeted Audience

  • Treasury Managers
  • Investment Managers
  • Finance Managers
  • Treasury and Liquidity Analysts
  • Financial Risk Managers
  • Financial Planning Professionals
  • Banking and Financial Institution Professionals
  • Financial Executives and Decision-Makers

Targeted Skills

  • Excess Liquidity Management
  • Short-Term Investment Evaluation
  • Risk and Return Analysis
  • Investment Policy Development
  • Short-Term Portfolio Management
  • Investment Risk Monitoring
  • Short-Term Investment Decision-Making
  • Cash Utilisation Optimisation

Expected Outcomes

  • Understand the principles of excess liquidity and short-term investment management.
  • Evaluate investment instruments aligned with organisational objectives.
  • Analyse risk and return characteristics of short-term investments.
  • Develop effective liquidity management policies and procedures.
  • Construct balanced short-term investment portfolios.
  • Apply monitoring and control techniques for investments.
  • Support treasury and investment decision-making processes.
  • Improve the efficiency of available cash resources.

Training Topics Index

  • Understanding excess liquidity and its organisational importance
  • Treasury's role in cash management
  • Objectives of short-term investments
  • Balancing liquidity and returns
  • Modern financial challenges

  • Short-term bank deposits
  • Treasury bills and short-term government securities
  • Money market funds
  • Repurchase agreements and money market instruments
  • Investment selection criteria

  • Measuring expected returns
  • Interest rate risk assessment
  • Credit and liquidity risk evaluation
  • Diversification strategies
  • Investment alternative analysis

  • Asset allocation strategies
  • Portfolio structuring techniques
  • Investment performance monitoring
  • Portfolio rebalancing
  • Performance measurement indicators

  • Corporate investment policies
  • Risk management controls
  • Financial governance and compliance
  • Liquidity and performance reporting
  • Strategic investment decision-making

Course Features

  • Updated and Interactive Content
  • Hypothetical Examples and Case Studies
  • Pre- and Post-assessments to Measure Impact
  • Verified Certificate with a QR Verification Code